Help guide

Send a newsletter

Updated June 10, 2026

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Newsletters are recurring or editorial updates for subscribers. Treat every send as a customer-facing campaign with Audience, content, sender, and link review.

What this guide helps you do

  • Create or prepare newsletter content.
  • Choose the right recipients and sender.
  • Preview and test before sending or scheduling.

Before you start

  • Know the newsletter purpose and target subscribers.
  • Confirm sender setup and subscription group.
  • Prepare content, links, images, and calls to action.

Do it manually

  1. Open Engagement, Newsletters, or Posts depending on your workflow.
  2. Create or open the newsletter draft.
  3. Choose the sender and recipient target.
  4. Write or edit the content and links.
  5. Preview desktop, mobile, and sample personalization.
  6. Send a test, then schedule or send after final review.

Ask Faster AI

  • Draft a monthly newsletter for customers about this offer and keep it for review.
  • Review this newsletter for broken links, unclear CTA, and missing fallback personalization.
  • Create three subject line options for this newsletter Audience.

Review before saving, sending, or starting

  • Check Audience count, sender, subject, preheader, links, images, and unsubscribe behavior.
  • Remove placeholders and internal planning notes.
  • Preview on mobile before sending.

Common issues and fixes

  • If sender setup blocks sending, complete email setup first.
  • If content belongs in a one-time announcement, use a broadcast workflow.
  • If performance drops, review Audience quality and recent newsletter reports.

After the newsletter sends

  • Review delivery, opens, clicks, bounces, unsubscribes, and any replies before planning the next newsletter.
  • Open Customer 360 for high-intent clicks or replies and create tasks when a human should follow up.
  • Record what subject, offer, Audience, and timing worked so the next send starts from evidence.
  • Compare results to the purpose of the issue, such as booking calls, selling an offer, event registration, or customer education.
  • If results look risky, pause repeat sends until sender setup, list quality, or content is reviewed.

Welcome email examples

For how a short welcome sequence can graduate subscribers into your regular newsletter, read the welcome email sequence examples. Welcome Email Sequences That Turn Signups into Customers.

Audience segmentation strategy

For choosing the right subscriber segment before writing or scheduling a newsletter, read the customer segmentation article. Customer Segmentation for Small Teams: Send Less, Sell More.

Email marketing playbook

For how newsletters fit into a complete small-business email program with list building, segmentation, and automation, read the email marketing guide. Email Marketing for Small Businesses: The Only Guide You Need.

Course marketing before recording

For how newsletters can validate demand, invite replies, and warm up a first-course launch, read the course marketing article. How to Market Your First Online Course (Before You Record It).

Email deliverability at scale

For why newsletters deliver better when list quality, expectations, and engagement stay healthy, read the deliverability engineering article. What It Takes to Deliver Email at Scale.

Newsletters people open

For how to make the newsletter promise, subject line, cadence, and review loop work before each send, read the newsletter growth article. Grow a Newsletter People Actually Open.

Connected workflows

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Sunny Arora

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Sunny Arora

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